Croban’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Croban’s Portfolio XSOE Stock Details XSOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-7,142	Closed	-$279K	–	84
2025 Q4	$279K	Sell	7,142 -38,842	-84%	-$1.5M	0.13%	76
2025 Q3	$1.74M	Buy	45,984 +15,907	+53%	+$570K	1.16%	30
2025 Q2	$1.04M	Buy	30,077 +1,438	+5%	+$46K	0.89%	50
2025 Q1	$884K	Buy	28,639 +5,545	+24%	+$172K	0.81%	53
2024 Q4	$704K	Buy	+23,094	New	+$740K	0.69%	63
2023 Q4	$704K	Buy	+23,094	New	+$629K	0.7%	62

Other funds holding XSOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ETS

ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

Croban's XSOE Position: Q1 2026 in Review

Croban sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2026, closing a stake of 7,142 shares — an estimated $279K sold.

Croban first reported a position in XSOE in Q4 2023 and held it in 6 quarters. The position peaked at $1.74M in Q3 2025. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

Croban reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2026 after selling out during the quarter.
Croban sold 7,142 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $279K.
Croban first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2023 and held it in 6 quarters.
Croban's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.74M in Q3 2025.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Croban's 13F filing for Q1 2026, filed 13 May 2026.